I'm a Head Contractor
Welcome to the Head Contractor Feedback Forum. We encourage all Builders to post suggestions and ideas for improving EstimateOne. Posting new ideas and voting on existing ideas will help us understand what improvements our Users want to see made to the EstimateOne platform.
128 results found
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Allow builders to reuse Project descriptions
It would be good if we could reuse our past project descriptions when creating a new project.
1 voteThank you for your feedback. We understand the value of reusing project description details. As we endevour to make improvements the application, we will look at ways of prepopulating this field for future projects to help save you time.
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Add the ability to see what documents have been assigned to a package from the Invites & Responses page.
When on the Invites & responses page, I would like to be able to filter on a package (which I can now do) and see the documents that have been assigned to that package. This is so when I am speaking to the subcontractors I have an easy reference to what what they should have. This will save us from having to navigate away from the page to look at the Document Matrix.
1 voteAppreciate your suggestion! For the time being we recommend opening another tab with Document Matrix open.
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Show the notes left on Invites and Responses page
Make notes visible when my curser hovers over the notes icon on the Invites and Responses page.
1 voteThanks for your feedback. There is an option to “Display most Recent Note” from this page which will help with this.
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Single Invites
When sending an invite to a single subcontractor it would be useful to have a dialogue box whereby you could send a message like "refer to specification clauses etc."
1 voteAppreciate the suggestion! We can understand why this would be an important feature. We’ll be looking at ways to incorporate customisation into the invitations subcontractors recieve.
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Add additional button options to the email invitation
Currently there are three options 1) Access Documentation 2) I already have documentation 3) I don't wish to quote this tender.
Replace # 1 with 'Review Documents prior to Accepting Invitation', and delete # 2 because the invitee may not have received all relevant documentation by another builder, and add 'I wish to quote this tender.'
1 voteThanks for your suggestion, we will investigate how we can improve the email in the future.
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Allow Builders to indicate which arm of our company is tendering a project
Can you please add a way for us to indicate which part of our company is tendering a project on the project details page. This is to represent which arm of the company the subcontractor should deal with (ie. Construction, Maintenance or Bespoke).
1 voteThanks for your feedback.
Currently you can do this by writing which arm of the company is tendering by writing this in the Project Description when addidng a new project. We will look into how we can make this clearer for special cases like yourself that have seperate arms in the future, and keep your feedback in mind.
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Export a subby specific drawing register
Builders will often provide subbies with a personalised drawing register that is effectively a drawing register contextual to the documents an individual subby was transmitted. This currently requires manual collation of information and input into an excel file that is usually turned into a pdf... times that effort by the number of subbies you have on a project and you have a time-consuming process with plenty of opportunity for human error.
0 votesThanks for your feedback! A drawing register on a subbie specific level is a very valid suggestion. This piece of work is considerable, and would require us to research how many of our clients would also be after this. Thank you again for the suggestion!
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Allow Builder to prioritize Invitations and Responses for follow up.
Allow me to flag whether an invited Subcontractor needs follow up.
If I were to add a note such as "Please call this Subbie tomorrow" it would be difficult for another User on my account to track this information down.
0 votesThanks for your feedback.
On the Invites in Responses page you can leave this relevant information in the notes tab, and then have the person who needs this information ‘display recent notes’ in the Invites and Response page.We will be looking into how we can improve the Invites and Responses page and make your follow up even more streamlined, and will take your comments on board.
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